Dan EnriquezSenior Sales Manager, Money Intelligence

Dan Enriquez has been working with small business owners Human Capital management processes for 7 years. He has worked with small businesses from 1 through 1000 employees. One of the major requirements as seen comes down on small businesses over the last 4 years, is a requirement to offer a retirement benefit for employees. Small businesses have a lot of administrational work on their plate already and this requirement adds a significant amount of additional work. Instead of viewing this requirement as state-mandated work, he has spent the last 3 years working to maximize his knowledge of the actual state sponsored plan as well as a close comparison to a company-sponsored 401k plan. Most importantly, he understands business owners need, to see the benefit of offering a plan themselves and how participating in their own plan can significantly reduce their own tax burden.

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